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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $36,280 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $18,983 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,823 | $44,206+60.2% | $94,057-24.7% | $64,728+9.4% |
| Participation rate | 55.4% | 51.0%+4.4pp | 73.3%-17.9pp | 57.9%-2.5pp |
| Annual return | 12.01% | 259.42%-247.4pp | 480.62%-468.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $1,446 | $1,635-11.6% | $2,933-50.7% | $2,243-35.5% |
| Participant deferral / active EE | $2,037 | $1,902+7.1% | $4,709-56.7% | $2,729-25.4% |
| Admin fee / account holder | $75 | $1,230-93.9% | $7,244-99.0% | $1,145-93.5% |